ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 91 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,738,643 | -35.2% | 71,023 | -33.7% | 0.00% | 0.0% |
| Q2 2023 | $2,685,038 | -52.0% | 107,123 | -51.3% | 0.00% | -50.0% |
| Q1 2023 | $5,596,210 | +225.6% | 219,804 | +221.9% | 0.00% | +100.0% |
| Q2 2022 | $1,719,000 | +59.2% | 68,289 | +60.8% | 0.00% | – |
| Q1 2022 | $1,080,000 | -16.1% | 42,471 | -10.9% | 0.00% | – |
| Q3 2021 | $1,288,000 | +53.5% | 47,682 | +53.1% | 0.00% | – |
| Q1 2021 | $839,000 | -29.5% | 31,138 | -28.5% | 0.00% | -100.0% |
| Q4 2020 | $1,190,000 | +30.1% | 43,570 | +28.9% | 0.00% | 0.0% |
| Q3 2020 | $915,000 | -19.4% | 33,806 | -20.1% | 0.00% | 0.0% |
| Q2 2020 | $1,135,000 | -68.6% | 42,331 | -69.5% | 0.00% | -75.0% |
| Q1 2020 | $3,609,000 | +73.8% | 138,701 | +73.7% | 0.00% | +33.3% |
| Q4 2019 | $2,077,000 | +123.8% | 79,828 | +123.7% | 0.00% | +50.0% |
| Q3 2019 | $928,000 | +170.6% | 35,681 | +167.3% | 0.00% | +100.0% |
| Q2 2019 | $343,000 | – | 13,351 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 126,851 | $3,426,000 | 1.16% |
| Prism Advisors, Inc. | 44,715 | $1,208,000 | 0.43% |
| CGN Advisors LLC | 33,212 | $897,000 | 0.29% |
| Peloton Wealth Strategists | 12,000 | $324,000 | 0.13% |
| CHILDRESS CAPITAL ADVISORS, LLC | 9,700 | $261,000 | 0.11% |
| WRAPMANAGER INC | 12,741 | $344,000 | 0.09% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 198,622 | $5,365,000 | 0.08% |
| Sound View Wealth Advisors Group, LLC | 12,500 | $338,000 | 0.07% |
| Archford Capital Strategies, LLC | 10,686 | $289,000 | 0.07% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 49,090 | $1,326,000 | 0.05% |